Assign user groups to a worker

User groups are assigned to workers in order to give them access to specific tabs, screens, and functions in TFACTS. A worker cannot perform any task in TFACTS until he or she has been assigned at least one user group. The security profiles associated with a user group define the functions the worker has access to. The information users in one user group see will be different from users in other user groups.

When a user group is assigned to a worker, he or she has all the access rights provided by the profiles assigned to the user group. If the system encounters conflicting access rights for the same function, the system grants the least restrictive access to the user.

Follow these steps to assign one or more user groups to a worker:

  1. From the Home screen, click Administration > Security. The User Search Criteria screen appears.

  2. Click the Assign User Groups link in the link menu. The User Search screen appears.

  3. Enter the search criteria and click Search. The matching workers appear in the search results. The system does not display terminated workers.

  4. Click the select link for the worker want to update. The User Details screen appears. The groups assigned to the worker appear in the User Groups table.

  5. To add a user group, click Add User Groups. The User Groups Search screen appears.

  6. Select the Type of user group and click Search. The matching user groups appear in the search results. The system does not display user groups currently assigned to the worker.

  7. Check the box for each user group you want to assign this worker.

  8. Click Save. You are returned to the User Details screen.

  9. Click Save. You are returned to the User Search screen. The system sends an email notification to the worker to identify his or her newly assigned user groups.

See also:

Create a new user

Remove user groups from a worker's assignment

Update employee access to business processes